Client portal login

Red Feather Financial uses a secure cloud-based software called Actionstep to manage your financial matter. Actionstep has a feature called the Portal which is a secure area that allows our clients to access information related to their financial matter.  This portal can be used by you to upload any documents we might request. It can also be used by us to place documents that you may download to review. Before you can access the portal, you will need to set up an Actionstep account. Instructions for doing so are provided here.

If we haven’t already offered to set up your client portal, please ask any team member to assist you.

Investment Advice offered through William Joseph Capital Management, LLC, a registered investment advisory firm headquartered in the State of CT and registered in CT, NC, GA, TX, and FL. Additional services offered through non-affiliated companies. | Lower fees for comparable services may be available from other sources. | PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE OR RESULTS | NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE |NOT A SOLICITATION TO BUY OR SELL ANY SPECIFIC INVESTMENT, STRATEGY, OR SECURITIES.